TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
982
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.16M
3
+$688K
4
O icon
Realty Income
O
+$638K
5
BX icon
Blackstone
BX
+$601K

Top Sells

1
+$3.16M
2
+$1.1M
3
+$1.04M
4
DGX icon
Quest Diagnostics
DGX
+$417K
5
MTH icon
Meritage Homes
MTH
+$367K

Sector Composition

1 Technology 14.51%
2 Healthcare 10.51%
3 Financials 6.04%
4 Consumer Discretionary 5.8%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
+13
927
$2K ﹤0.01%
+5
928
$2K ﹤0.01%
+70
929
$2K ﹤0.01%
+27
930
$2K ﹤0.01%
+25
931
$2K ﹤0.01%
+720
932
– –
0
933
$2K ﹤0.01%
+10
934
$2K ﹤0.01%
+25
935
$2K ﹤0.01%
+200
936
$2K ﹤0.01%
+145
937
$2K ﹤0.01%
+37
938
$2K ﹤0.01%
+55
939
$2K ﹤0.01%
+30
940
$2K ﹤0.01%
+75
941
$2K ﹤0.01%
+200
942
$2K ﹤0.01%
+3
943
$2K ﹤0.01%
+30
944
$2K ﹤0.01%
+36
945
$1K ﹤0.01%
+15
946
$1K ﹤0.01%
+70
947
$1K ﹤0.01%
+14
948
$1K ﹤0.01%
+249
949
$1K ﹤0.01%
+43
950
$1K ﹤0.01%
+33
36 37
38
39 40